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U.S. Building Products Industry Analysis

UpdatedJan 22, 2026
DataAggregated Company Financials
Companies53
  • 7D2.2%
  • 3M0.6%
  • 1Y-1.8%
  • YTDn/a

The Building Products industry has gained 2.2% in the last week and Johnson Controls International up 3.0%. The industry has been flat over the past 12 months despite the gain this week. Looking forward, earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

Has the U.S. Building Products Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 22 Jan 2026US$378.5bUS$163.7bUS$11.6b21.5x32.7x2.3x
Sat, 20 Dec 2025US$368.1bUS$163.6bUS$11.6b19.3x31.8x2.2x
Mon, 17 Nov 2025US$363.5bUS$161.0bUS$11.1b17.5x32.8x2.3x
Wed, 15 Oct 2025US$378.6bUS$160.9bUS$12.6b21.8x30.1x2.4x
Fri, 12 Sep 2025US$395.8bUS$160.9bUS$12.5b24.1x31.6x2.5x
Sun, 10 Aug 2025US$394.0bUS$160.7bUS$12.9b22.4x30.5x2.5x
Tue, 08 Jul 2025US$405.3bUS$162.0bUS$13.8b20.7x29.3x2.5x
Thu, 05 Jun 2025US$395.5bUS$163.3bUS$14.0b21.5x28.2x2.4x
Sat, 03 May 2025US$377.1bUS$162.9bUS$13.6b20.2x27.8x2.3x
Mon, 31 Mar 2025US$351.9bUS$162.6bUS$13.4b20.5x26.3x2.2x
Wed, 26 Feb 2025US$371.9bUS$162.5bUS$13.4b21.2x27.7x2.3x
Fri, 24 Jan 2025US$412.2bUS$163.6bUS$14.3b21.1x28.8x2.5x
Sun, 22 Dec 2024US$394.3bUS$163.6bUS$14.3b22.1x27.5x2.4x
Tue, 19 Nov 2024US$423.1bUS$162.3bUS$14.3b21.7x29.6x2.6x
Thu, 17 Oct 2024US$428.4bUS$164.3bUS$16.4b23.9x26.1x2.6x
Sat, 14 Sep 2024US$394.4bUS$164.3bUS$16.4b21.7x24x2.4x
Mon, 12 Aug 2024US$363.9bUS$164.4bUS$16.4b20.3x22.1x2.2x
Wed, 10 Jul 2024US$361.5bUS$162.7bUS$14.3b19.9x25.3x2.2x
Fri, 07 Jun 2024US$369.7bUS$163.8bUS$14.3b20x25.8x2.3x
Sun, 05 May 2024US$372.4bUS$166.6bUS$14.4b22.2x25.8x2.2x
Tue, 02 Apr 2024US$378.3bUS$165.2bUS$14.7b24.1x25.7x2.3x
Thu, 29 Feb 2024US$357.1bUS$166.8bUS$14.8b23x24.1x2.1x
Sat, 27 Jan 2024US$334.0bUS$175.3bUS$14.8b20.1x22.6x1.9x
Mon, 25 Dec 2023US$332.5bUS$175.3bUS$14.8b20.5x22.5x1.9x
Wed, 22 Nov 2023US$297.0bUS$175.2bUS$15.0b17.3x19.8x1.7x
Fri, 20 Oct 2023US$252.2bUS$171.9bUS$14.8b16.2x17x1.5x
Sun, 17 Sep 2023US$277.3bUS$171.9bUS$14.8b17.4x18.7x1.6x
Tue, 15 Aug 2023US$292.5bUS$171.9bUS$14.8b17.6x19.7x1.7x
Thu, 13 Jul 2023US$289.2bUS$174.2bUS$15.2b16.7x19x1.7x
Sat, 10 Jun 2023US$259.9bUS$174.0bUS$15.2b15x17.1x1.5x
Mon, 08 May 2023US$248.2bUS$174.2bUS$15.2b15x16.3x1.4x
Wed, 05 Apr 2023US$235.0bUS$175.5bUS$16.7b13.2x14.1x1.3x
Fri, 03 Mar 2023US$254.8bUS$175.4bUS$16.7b14.4x15.3x1.5x
Sun, 29 Jan 2023US$250.2bUS$176.3bUS$17.3b14.7x14.5x1.4x
Price to Earnings Ratio

14.5x


Total Market Cap: US$250.2bTotal Earnings: US$17.3bTotal Revenue: US$176.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Products Industry Price to Earnings3Y Average 24.4x202420252026
Current Industry PE
  • Investors are optimistic on the American Building Products industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 32.7x which is higher than its 3-year average PE of 24.4x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 2.3x.
Past Earnings Growth
  • The earnings for companies in the Building Products industry have declined 13% per year over the last three years,
  • Revenues have also declined 2.4% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Building Products compare with similar industries?

US Market-0.93%
Industrials1.21%
Building2.17%
Building Products2.17%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
JCI Johnson Controls InternationalUS$115.493.0%
+US$2.2b		40.7%PE41.1x
TT Trane TechnologiesUS$395.332.5%
+US$2.1b		-1.1%PE29.7x
CARR Carrier GlobalUS$57.743.8%
+US$1.8b		-17.5%PE35.3x
MOD Modine ManufacturingUS$143.6814.9%
+US$980.8m		0.7%PE40.6x
AAON AAONUS$95.648.9%
+US$635.9m		-30.2%PE77.8x

Latest News

ROCK
US$48.37
Gibraltar Industries
7D
-17.0%
1Y
-21.2%
IIIN
US$33.15
Insteel Industries
7D
-1.6%
1Y
18.2%
MOD
US$143.68
Modine Manufacturing
7D
14.9%
1Y
0.7%
REZI
US$36.50
Resideo Technologies
7D
-3.6%
1Y
57.4%

REZI: Smart Thermostat Expansion And Margin Improvement Will Support Future Upside

Analysts kept their fair value estimate for Resideo Technologies steady at US$48.00, explaining that only modest tweaks to assumptions for discount rate, revenue growth, profit margin and future P/E did not justify a change in the overall price target. What's in the News Resideo launched the Honeywell Home X8S smart thermostat, featuring a large touchscreen, precision sensing and control, and live video streaming from compatible doorbells.
CSL
US$358.58
Carlisle Companies
7D
-0.2%
1Y
-10.9%
BNC
US$5.86
CEA Industries
7D
-6.2%
1Y
-20.6%
UFPI
US$107.68
UFP Industries
7D
3.0%
1Y
-8.6%

UFPI: Exterior Product Strength And Buybacks Will Support Patient Housing Exposure

Analysts have raised their price target for UFP Industries to about US$109.80, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News Edge EvoTrim high performance engineered wood trim was selected as a Good Housekeeping 2026 Home Reno Awards winner in the Exterior Enhancements category, highlighting its durability focus and exterior application use cases such as fascia, corner boards, and window trim (Key Developments).
AAON
US$95.64
AAON
7D
8.9%
1Y
-30.2%

AAON: Data Center Cooling Demand And Short Seller Claims Will Shape Outlook

Analysts have raised their fair value estimate for AAON from $90.00 to $100.00, citing ongoing data center cooling demand across chillers, CDUs, dry coolers, and airside solutions, which they believe is not materially affected by concerns around Rubin chips. Analyst Commentary The recent pullback in AAON shares reflects investor worries that future chip architectures could reduce the need for traditional chiller based cooling, especially in high density data centers.
JCI
US$115.49
Johnson Controls International
7D
3.0%
1Y
40.7%
CARR
US$57.74
Carrier Global
7D
3.8%
1Y
-17.5%
ALLE
US$165.88
Allegion
7D
2.6%
1Y
25.5%

Some Shareholders Feeling Restless Over Allegion plc's (NYSE:ALLE) P/E Ratio

Jan 15
Some Shareholders Feeling Restless Over Allegion plc's (NYSE:ALLE) P/E Ratio
AWI
US$190.00
Armstrong World Industries
7D
-2.9%
1Y
25.6%
AZZ
US$126.61
AZZ
7D
4.6%
1Y
44.1%

AZZ: Fair Value View Will Rely On Ongoing Internal Execution

Narrative Update Analysts have nudged their fair value estimate for AZZ to about $129.89 from $125.89, reflecting updated assumptions around revenue growth, profit margins, and a slightly different P/E framework, following what they describe as strong internal execution. Analyst Commentary Recent research points to updated models that factor in what analysts describe as strong internal execution, with a higher fair value framework built around revised revenue and margin assumptions and a refreshed P/E view.
LII
US$516.42
Lennox International
7D
-1.7%
1Y
-22.1%
TT
US$395.33
Trane Technologies
7D
2.5%
1Y
-1.1%

TT: AI Building Decarbonization And Data Center Cooling Will Support Future Upside

Analysts now see slightly less upside for Trane Technologies, trimming their fair value estimate from about US$482.28 to around US$479.91, citing updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Trane Technologies and Amazon reported results from an AI powered building decarbonization project using BrainBox AI and AWS.
TGEN
US$4.60
Tecogen
7D
-7.3%
1Y
45.1%